Van Hulzen Asset Management, LLC

Position in MCD — Mcdonalds Corp

CIK 1600145 EL DORADO HILLS, CA

Position in MCD

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$22,731,449

-$3,808,152 QoQ

Shares Held

84,094

-1.5% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

1.99%

of 13F equity value

Holder Rank

#374

of 3,448 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Van Hulzen Asset Management, LLC holds $26,460,476 across 5 Restaurants names. MCD ranks #1 (85.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp This page	84,094	$22,731,449
2	SBUX	Starbucks Corp	15,739	$1,608,368
3	YUM	Yum Brands Inc	8,008	$1,280,158
4	BROS	Dutch Bros Inc.	6,960	$499,797
5	EAT	Brinker International, Inc	2,028	$340,704

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,731,449	84,094	-1.5%	Shares	Sole	2026-08-13
2026-03-31	$26,539,601	85,394	-0.2%	Shares	Sole	2026-05-14
2025-12-31	$26,141,145	85,532	+1.6%	Shares	Sole	2026-02-06
2025-09-30	$25,584,195	84,189	+2.1%	Shares	Sole	2025-11-13
2025-06-30	$24,094,967	82,469	+6.5%	Shares	Sole	2025-08-13
2025-03-31	$24,197,117	77,463	-25.1%	Shares	Sole	2025-05-14
2024-12-31	$29,971,437	103,389	+2.1%	Shares	Sole	2025-02-10
2024-09-30	$30,830,419	101,246	-15.4%	Shares	Sole	2024-11-12
2024-06-30	$30,506,641	119,709	+3.7%	Shares	Sole	2024-08-07
2024-03-31	$32,544,078	115,425	+0.1%	Shares	Sole	2024-05-06
2023-12-31	$34,191,754	115,314	+0.7%	Shares	Sole	2024-02-07
2023-09-30	$30,154,132	114,463	+10.7%	Shares	Sole	2023-11-07
2023-06-30	$30,846,641	103,370	-5.6%	Shares	Sole	2023-08-03
2023-03-31	$30,626,242	109,532	+38.3%	Shares	Sole	2023-04-28
2022-12-31	$20,866,832	79,182	+6.2%	Shares	Sole	2023-02-13
2022-09-30	$17,208,127	74,578	+24.3%	Shares	Sole	2022-11-08
2022-06-30	$14,807,368	59,978	+4252.5%	Shares	Sole	2022-08-04
2022-03-31	$340,751	1,378	+0.1%	Shares	Sole	2022-05-20
2021-12-31	$369,132	1,377	-15.4%	Shares	Sole	2022-02-04
2021-09-30	$392,285	1,627	+11.5%	Shares	Sole	2021-11-12
2021-06-30	$337,014	1,459	0.0%	Shares	Sole	2021-08-06
2021-03-31	$327,020	1,459	-19.6%	Shares	Sole	2021-05-12
2020-12-31	$389,462	1,815	-5.5%	Shares	Sole	2021-02-16
2020-09-30	$421,420	1,920	-4.6%	Shares	Sole	2020-11-03
2020-06-30	$371,153	2,012	+16.7%	Shares	Sole	2020-08-11
2020-03-31	$285,063	1,724	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.